BCK Partners

BCK Partners as of Sept. 30, 2023

Portfolio Holdings for BCK Partners

BCK Partners holds 28 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 26.1 $42M 107k 392.70
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 23.4 $38M 500k 75.15
Vanguard Index Fds Mid Cap Etf (VO) 15.3 $25M 118k 208.24
Vanguard Index Fds Small Cp Etf (VB) 11.6 $19M 99k 189.07
Ishares Tr Ishs 5-10yr Invt (IGIB) 9.9 $16M 325k 48.65
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.0 $6.5M 191k 33.96
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.8 $2.8M 118k 23.94
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.4M 6.8k 212.41
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $1.3M 32k 41.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.2M 3.5k 350.30
Corning Incorporated (GLW) 0.6 $959k 32k 30.47
Spdr Ser Tr Portfolio Short (SPSB) 0.5 $873k 30k 29.32
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.5 $872k 28k 31.45
UnitedHealth (UNH) 0.4 $677k 1.3k 504.19
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $675k 22k 31.01
Ishares Tr Core S&p500 Etf (IVV) 0.4 $615k 1.4k 429.43
Apple (AAPL) 0.4 $578k 3.4k 171.21
Johnson & Johnson (JNJ) 0.3 $545k 3.5k 155.75
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $442k 8.4k 52.49
Exxon Mobil Corporation (XOM) 0.2 $345k 2.9k 117.58
Microsoft Corporation (MSFT) 0.2 $336k 1.1k 315.75
Norfolk Southern (NSC) 0.2 $310k 1.6k 196.93
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $281k 1.1k 249.35
Amazon (AMZN) 0.2 $277k 2.2k 127.12
Amgen (AMGN) 0.2 $275k 1.0k 268.76
Applied Materials (AMAT) 0.2 $248k 1.8k 138.45
Thermo Fisher Scientific (TMO) 0.1 $210k 414.00 506.17
Nextera Energy (NEE) 0.1 $204k 3.6k 57.29